Private Trust Company’s Doximity DOCS Stock Holding History

Private Trust Company’s Portfolio DOCS Stock Details DOCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.18K	Sell	105 -49	-32%	-$1.08K	﹤0.01%	2486
2026 Q1	$3.59K	Hold	154	–	–	﹤0.01%	2275
2025 Q4	$6.82K	Hold	154	–	–	﹤0.01%	2067
2025 Q3	$11.3K	Hold	154	–	–	﹤0.01%	1866
2025 Q2	$9.45K	Hold	154	–	–	﹤0.01%	1844
2025 Q1	$8.94K	Buy	154 +46	+43%	+$2.9K	﹤0.01%	1840
2024 Q4	$5.77K	Hold	108	–	–	﹤0.01%	1935
2024 Q3	$4.71K	Hold	108	–	–	﹤0.01%	1965
2024 Q2	$3.02K	Hold	108	–	–	﹤0.01%	2079
2024 Q1	$2.91K	Buy	108 +12	+13%	+$342	﹤0.01%	2055
2023 Q4	$2.69K	Hold	96	–	–	﹤0.01%	2077
2023 Q3	$2.04K	Hold	96	–	–	﹤0.01%	2114
2023 Q2	$3.27K	Buy	+96	New	+$3.2K	﹤0.01%	1997

Other funds holding DOCS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Private Trust Company's DOCS Position: Q2 2026 in Review

Private Trust Company reduced its Doximity (DOCS) stake by 32% in Q2 2026, selling an estimated $1.08K and leaving 105 shares worth $2.18K. The position accounts for ﹤0.01% of the portfolio, ranked #2486.

Private Trust Company first reported a position in DOCS in Q2 2023 and has held it in 13 quarters since. The position peaked at $11.3K in Q3 2025. 358 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

Private Trust Company held 105 shares of Doximity worth $2.18K as of Q2 2026.
Private Trust Company sold 49 Doximity shares in Q2 2026, an estimated $1.08K.
Doximity made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #2486 holding.
Private Trust Company first reported a position in Doximity in Q2 2023 and has held it in 13 quarters since.
Private Trust Company's Doximity position peaked at $11.3K in Q3 2025.
358 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.